Completing the Import Process - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Unity Client

Platform
OnBase
Product
Unity Client
Release
Foundation 23.1
License
Standard
Essential
Premier

When you upload multiple image documents with the same file extension (for example, .tif images), you are prompted to combine these image documents into one document. Click Yes to create and import a single multi-page document, or click No to import each document separately using the Queued files for import pane.

When you upload multiple documents with different file extensions, the Queued files for import pane displays the names of these documents:

To complete the import process in the Unity Client:

  1. Click Yes to create and import a single multi-page document, or click No to import each document separately using the Queued files for import pane.

    The document, or a hyperlink to the document, is displayed in the Preview pane if the File Type is compatible with the Preview pane:

    Note:

    When an OLE document is displayed in the Preview pane, the document can be edited. Modifications are saved when the document is uploaded. Modifications are not saved if you cancel the upload. Any changes you make in the Preview pane are not saved to the original document.

    Note:

    Preview eligibility is dependent on File Type. Preview of other File Types is handled by the web browser rendering agent and installed applications. Supported File Types include Image, Text, HTML, and Electronic Form. If Microsoft Office is installed, MS Excel Spreadsheet, MS Power Point, and MS Word Document File Types are supported. If Adobe Reader is installed, the PDF File Type is supported.

    If you are importing an image file, a thumbnail viewer is displayed. The following actions are available:

    Pages

    Description

    Move Up moves the selected page up one position.

    Move Down moves the selected page down one position.

    Remove removes the selected page.

    Remove All removes all pages.

    Transforms

    Description

    Rotate Left rotates the document 90 degrees counterclockwise.

    Rotate Right rotates the document 90 degrees clockwise.

  2. From the Document Type Group drop-down list, select the Document Type Group to be assigned to the document by OnBase. After selecting a Document Type Group, OnBase automatically filters the available Document Types in the Document Type drop-down list.
    Note:

    When <All> is selected, Document Types from all Document Type Groups are available for selection from the Document Type drop-down list.

  3. From the Document Type drop-down list, select the Document Type to be assigned to the document by OnBase. After selecting a Document Type, OnBase automatically displays fields for Keyword Types that are used to index documents of that type.
    Note:

    If you select a different Document Type during upload, entered Keyword Values are cleared. Default values for common Keyword Types are either updated or cleared when selecting a different Document Type, depending on whether the selected Document Type has default values for those Keyword Types.

  4. If OnBase can associate the file extension with a file type (format), that file type is automatically selected from the File Type drop-down list. For example, if you import a file whose extension is .tif, OnBase will select Image File Format.

    If OnBase has not selected the file type, select the appropriate type from the File Type drop-down list.

    Note:

    Depending on your system configuration, only certain File Types may be available.

    CAUTION:

    Contact your system administrator before selecting the Image Rendered PDF file type, as selecting this file format without the proper system specifications can cause unexpected behavior.

  5. Select a Document Date.
  6. Type Keyword Values in the Keywords pane, or verify that any Keyword Values in the Keywords pane are accurate.

    Depending on your system's configuration, some Keyword Values may be provided by default. Other Keyword Types may be configured as read-only, preventing you from indexing the document with a value for that Keyword Type. If the Keyword Type name is displayed in red, a Keyword Value is required.

    Note:

    Red Keyword text warnings are not available in Unity Briefcase.

    You can use the Tab key to move to the next Keyword Value field.

    Note:

    If the primary Keyword you enter is associated with multiple AutoFill Keyword Sets, the Select Keyset dialog box will appear when the Tab key is pressed. In the Select Keyset dialog box, you can select an available AutoFill Keyword Set to populate the Keywords pane. For more information about AutoFill Keyword Sets, please refer to the AutoFill Keyword Sets documentation.

    Note:

    When uploading documents of two different Document Types which contain a common keyword, if the common keyword has a default value on the Document Type, the default value is cleared for the second Document Type. Only keywords modified by the user will be remembered.

    You can clear Keyword Values by clicking the Clear Keywords button:

    Note:

    Depending on the module, the Keyword Values may be read-only.

  7. Expand the Options pane. Depending on your system's configuration, one or more of the following check boxes may be available:
    • Open Document After Import- Select to open the document after it is uploaded.

      Note:

      If you are uploading a text rendition of an image document and you select Open Document After Import, the image rendition of the document will be displayed in the Document Viewer. This is because the image rendition is the original rendition of the document.

    • Delete Files After Import- Select to delete the document from its original location after it is uploaded.

    • Hide Scanner Settings- Select to hide the scanner settings dialog when ad-hoc scanning. You will not be prompted to select a device, unless more than one device is connected to your workstation.

  8. Click Import to import the image, or click Cancel to cancel the import.

    After clicking Import, an indicator displays import progress. When the import is complete, a message is displayed near the system tray stating:

    Your file has been imported successfully.

    If you are using drag-and-drop upload to import multiple documents, repeat steps 1 through 8 to import remaining documents.

    If more information is needed to complete the import, a message displays the appropriate instructions.

    You may be presented with additional options if you are importing a rendition or revision of a document. If you are prompted to import another image, click Yes to import another image, or click No to close the WIA interface.

    Note:

    Importing a revision of a document that is of a different file type than the original document is not supported in Unity Briefcase.

    If you are licensed for EDM Services and are uploading an image document to a revisable image document type, you can append the new image document as a page of the revisable document. For more information, see the EDM Services documentation.

    Note:

    Before importing the document, OnBase checks its file size against the maximum size allowed for imports. If the document is too large, you will be notified that the import failed.

    Note:

    If you receive an Import Failed message, contact your system administrator.